Jessica Wilson signed O'BRIEN Auto Team, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'BRIEN Auto Team, Inc.'s EIN is 01-0631714.
Download the official 2024 Form 5500 (PDF) for O'BRIEN Auto Team, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'BRIEN Auto Team, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEER | $28K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Aggregate Bond Index K 17,674.34 shares | Other securities | — | — | $1.5M | 16.6% | |
| JPMorgan StartRetirement Blend 2045 R6 40,866.11 shares | Other securities | — | — | $1.3M | 14.9% | |
| State Street Equity 500 Index K 1,529.97 shares | Common Collective Trusts | — | — | $672K | 7.5% | |
| Fidelity International Index 13,649.46 shares | Mutual Funds | — | — | $649K | 7.2% | |
| JPMorgan StartRetirement Blend 2050 R6 17,154.06 shares | Other securities | — | — | $567K | 6.3% | |
| Fidelity Mid Cap Index 12,959.26 shares | Mutual Funds | — | — | $438K | 4.9% | |
| American Funds New World R6 4,582.57 shares | Mutual Funds | — | — | $353K | 3.9% | |
| Fixed Income Investment Contract Empower Annuity Insurance Company of America * Guaranteed Interest Fund N/A units | Common Stocks | — | — | $347K | 3.9% | |
| Fidelity Large Cap Growth Index 8,842.14 shares | Mutual Funds | — | — | $346K | 3.8% | |
| Registered Investment Companies American Century Inflation Adj Bond R6 30,690.07 shares | Other securities | — | — | $317K | 3.5% | |
| JPMorgan StartRetirement Blend 2055 R6 8,311.72 shares | Other securities | — | — | $273K | 3.0% | |
| Fidelity Small Cap Index 9,486.05 shares | Mutual Funds | — | — | $263K | 2.9% | |
| MFS Massachusetts Inv 5,570.71 units | Mutual Funds | — | — | $246K | 2.7% | |
| JPMorgan StartRetirement Blend 2060 R6 9,088.02 shares | Other securities | — | — | $233K | 2.6% | |
| American Funds New Perspective R6 3,677.32 shares | Mutual Funds | — | — | $229K | 2.5% | |
| JPMorgan StartRetirement Blend 2040 R6 5,922.84 shares | Other securities | — | — | $184K | 2.0% | |
| American Funds Bond Fund of Amer R6 16,340.28 shares | Mutual Funds | — | — | $182K | 2.0% | |
| Putnam Equity Income R6 4,440.30 shares | Mutual Funds | — | — | $153K | 1.7% | |
| JPMorgan Income R6 17,661.49 shares | Other securities | — | — | $150K | 1.7% | |
| JPMorgan StartRetirement Blend 2035 R6 4,617.85 shares | Other securities | — | — | $134K | 1.5% | |
| American Funds Washington Mutual R6 2,150.55 shares | Mutual Funds | — | — | $132K | 1.5% | |
| Invesco International Bond R6 20,149.37 shares | Mutual Funds | — | — | $87K | 1.0% | |
| PGIM High-Yield R6 16,104.37 shares | Other securities | — | — | $77K | 0.9% | |
| American Century Mid Cap Value R6 3,835.42 shares | Other securities | — | — | $60K | 0.7% | |
| Contributions Participant Loan Contributions Pending Corrected Outside of Payments are Not Corrected Correction in VFCP Included VFCP $ | Participant loans | — | $12K | $28K | 0.3% | |
| Janus Henderson Small Cap Value N 444.05 shares | Mutual Funds | — | — | $10K | 0.1% | |
| Clearbridge Small Cap Growth IS 25.80 shares | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MMLIS | — | SPRINGFIELD, MA | INVESTMENT ADVISOR | $23K | — |
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | BROKER/ ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIMPOINT GROUP LLC | — | POMPANO BEACH, FL | CONTRACT ADMIN | $17K | — |
